MICROSOFT WKN: 870747 ISIN: US5949181045 Forum: Aktien Thema: Hauptdiskussion

MS Strohfeuer ist schon wieder vorbei. Trauiges Schauspiel

Microsoft hat in seinen Zahlen kein Zeichen von Stagnation, der Markt denkt sich weil Bill Gates ausgestiegen ist dann kommt bald die Insolvenz

Das was mit Microsoft passiert hatte Alphabet vor 1,5 Jahre, da wurde die Google Suche schon für tot erklärt, umso heftiger war aber dann die Rakete nach oben als der letzte ausgestiegen ist

Wie direkt alle in Panik verfallen wenn der Kurs 0,2% im Minus ist.

Schaffschuhversteckler arbeite

Klar Kramer postet wieder 😂

Das kann ich dir sagen .....mindestens-5%

1-Tages Rotation schon wieder vorbei. Alles wieder in Chips rein. Und dann will Sam Altman sich auch noch an Donald Trump verkaufen. Hilft der Aktie auch nicht unbedingt.

Falls 310€ nochmal kommen nehme ich die mit Handkuss auch wenn ich meine micron dafür halbieren muss. Das hier wird kein in 5-10 Wochen reich game sondern ein long game das Microsoft mit azure alles dominieren wird

Und abwärts 🤮

Warte dich erstmal ab was 15:30 passiert

Was haben Sie alle gefaselt das jetzt eine Umschichtung in den Softwaresektor kommt......lol.......

Microsoft (MSFT) Azure Widens Lead over AWS in Jefferies CIO Survey Vince Condarcuri Jul 01, 2026, 07:18 PM Jefferies says Azure is now the primary cloud provider for surveyed CIOs. Cloud spending is expected to accelerate in 2026 as more enterprise workloads move to the cloud. Microsoft (MSFT) Azure Widens Lead over AWS in Jefferies CIO Survey Microsoft’s Azure is continuing to pull ahead of Amazon’s AWS among U.S. chief information officers, according to a new survey from Jefferies. Specifically, Azure is now the primary cloud provider for 55% of respondents, while AWS is the top choice for 28%. This creates a 27-point gap, which is significantly wider than the 7-point gap seen in Jefferies’ December 2025 survey, when Azure was at 45%, and AWS was at 38%. In addition to usage, the spending data shows a similar trend. Jefferies, led by analyst Brent Thill, found that Azure now represents 46% of expected cloud spending among respondents, compared with 29% for AWS. This 17-point gap has also increased from the previous survey, when Azure accounted for 40% and AWS for 37%. Furthermore, 68% of CIOs said that they expect their spending on Azure to increase over the next 24 months. In contrast, 45% expect to increase spending on AWS, and only 25% said the same for Google GOOGL +1.07% ? Cloud. Even though Jefferies believes that all three major cloud providers will benefit from AI demand, the survey clearly points to stronger near-term momentum for Microsoft. Cloud Budgets Remain Strong Interestingly, the survey also shows that cloud budgets remain strong as companies move through the rest of 2026. Jefferies now expects cloud spending to grow by 10.1% in 2026, which is slightly faster than the 9.6% growth expected in 2025. This outlook is an improvement compared with the firm’s earlier survey, which had suggested a slight slowdown. Importantly, about 95% of respondents expect their cloud budgets to increase year-over-year in 2026, while only 3% expect a small decline. At the same time, companies are continuing to move more of their workloads into the cloud. Jefferies found that 85% of CIOs expect more than half of their workloads to be in the cloud by the end of 2027, up from 75% previously. Meanwhile, 53% expect more than 80% of workloads to be cloud-based by that point.

Jetzt geht's abwärts ⛷️⛷️⛷️⛷️⛷️⛷️⛷️⛷️⛷️⛷️⛷️🏂🏂🏂🏂🏂🏂🏂🏂🏂🏂🏂⛷️⛷️⛷️⛷️⛷️⛷️⛷️⛷️⛷️.Jetzt geht's abwärts ⛷️⛷️⛷️⛷️⛷️⛷️⛷️⛷️⛷️⛷️⛷️🏂🏂🏂🏂🏂🏂🏂🏂🏂🏂🏂⛷️⛷️⛷️⛷️⛷️⛷️⛷️⛷️⛷️.Krass es wird tatsächlich wieder in den KI Sektor umgeschichtet.....das war ja nen kleiner Sektorenwechsel

https://www.tipranks.com/news/microsoft-msft-azure-widens-lead-over-aws-in-jefferies-cio-survey?mod=mw_quote_news_seemore

nein, muss über 600 $ sein.